Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,539 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
5,159
shares
|
$812,078
0.3% of portfolio
|
Q2 2022
Added 0.9%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
5,159
shares
|
$812,078
0.06% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
5,151
shares
|
$810,818
0.05% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
5,150
shares
|
$810,661
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,146
shares
|
$810,031
0.11% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
5,140
shares
|
$809,087
0.2% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
5,133
shares
|
$807,985
0.03% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
5,132
shares
|
$807,828
0.0% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,127
shares
|
$807,041
0.11% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,100
shares
|
$802,791
0.53% of portfolio
|
Q1 2025
Reduced 28.17%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,094
shares
|
$801,846
0.08% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
5,094
shares
|
$801,846
0.2% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
5,085
shares
|
$800,429
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
5,082
shares
|
$799,957
0.04% of portfolio
|
Q4 2022
Reduced 3.29%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
5,082
shares
|
$799,957
0.02% of portfolio
|
Q2 2025
Added 27.95%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$799,485
0.04% of portfolio
|
Q4 2022
Reduced 5.68%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
5,075
shares
|
$798,855
0.3% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,063
shares
|
$796,966
0.02% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
5,062
shares
|
$796,809
0.29% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
5,062
shares
|
$796,809
0.06% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,054
shares
|
$795,550
0.05% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
5,053
shares
|
$795,392
0.81% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
5,051
shares
|
$795,077
0.2% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
5,049
shares
|
$794,763
0.09% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
5,044
shares
|
$793,976
0.22% of portfolio
|
Q2 2025
Reduced 14.61%
|